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You are here: Manager factsheet

Miles Geldard

Jupiter Asset Management, Jupiter Unit Trust Mgrs Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Miles joined Jupiter in 2010 and is currently Head of Strategy, Fixed Interest & Multi-Asset. He co-manages (with Lee Manzi) the Jupiter Strategic Reserve Fund (Unit Trust) as well as the Jupiter Global Convertibles fund and the Jupiter Strategic Total Return fund (SICAVs). Before joining Jupiter, Miles was the founder and Head of the Multi-Asset and Convertibles teams at RWC Partners, and head of the Global Multi-Asset Group and Global Strategy teams at JPMorgan Asset Management. He has also been a fund manager at Jardine Fleming (part of JPMorgan) and an adviser on reserve management at the Central Bank of Botswana. Miles has a degree in Oriental Studies from Oxford University and is a CFA charterholder.
Total return for Miles Geldard
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
Quartile 1
Quartile 2
Quartile 3
Quartile 4
Discrete calendar year performance : Miles Geldard

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Miles Geldard 3.8 13.3 -3.7 0.0 9.9 -3.1 -3.0 - 35.6 -1.2
Peer Group Composite 3.7 10.5 1.2 2.9 8.3 0.9 -3.0 - 31.0 -8.4
Over / Under 0.1 2.8 -4.9 -2.9 1.6 -4.0 0.0 - 4.6 7.2
Performance vs peer group composite: Miles Geldard
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
Overall markets
Outperformed peer group composite
5 years
out of a possible 9
Overall markets
Underperformed peer group composite
4 years
out of a possible 9
Rising markets
Outperformed peer group composite
4 years
out of a possible 7
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JGF-Jupiter Global Convertibles Co-managed FO Convertible since Oct 01 2010 to present
JGF-Jupiter Strategic Total Return Co-managed FO Absolute Return since Oct 01 2010 to present
Jupiter Strategic Reserve Co-managed IA Targeted Absolute Return since Apr 24 2012 to present
Funds managed previously
Fund Periods
JPM Global Convertibles EUR since May 04 2001 to Mar 31 2006
RWC Global Convertibles since Feb 01 2007 to Nov 30 2009
Jupiter Second Split since Nov 01 2013 to fund close
JPM Global Macro Opportunities since Sep 01 2005 to May 31 2006
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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